Atala Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Atala Financial’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Sell	1,598 -500	-24%	-$143K	0.29%	74
2026 Q1	$555K	Hold	2,098	–	–	0.37%	63
2025 Q4	$541K	Hold	2,098	–	–	0.35%	64
2025 Q3	$533K	Hold	2,098	–	–	0.33%	61
2025 Q2	$497K	Sell	2,098 -212	-9%	-$47.3K	0.34%	65
2025 Q1	$512K	Hold	2,310	–	–	0.37%	64
2024 Q4	$555K	Buy	+2,310	New	+$568K	0.39%	59

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Atala Financial's VB Position: Q2 2026 in Review

Atala Financial reduced its Vanguard Small-Cap ETF (VB) stake by 24% in Q2 2026, selling an estimated $143K and leaving 1,598 shares worth $484K. The position accounts for 0.29% of the portfolio, ranked #74.

Atala Financial first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $555K in Q1 2026. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Atala Financial held 1,598 shares of Vanguard Small-Cap ETF worth $484K as of Q2 2026.
Atala Financial sold 500 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $143K.
Vanguard Small-Cap ETF made up 0.29% of Atala Financial's portfolio in Q2 2026, its #74 holding.
Atala Financial first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Vanguard Small-Cap ETF position peaked at $555K in Q1 2026.
928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.